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Crossvault Capital Management LLC

Crossvault Capital Management LLC is a RIA based in San Antonio, TX with $184M in AUM and with 3 advisors nationwide.

Advisors (3)

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Name Start Date
Marilou Moursund Long Dec 2002
Sarah Calvert Doerr Jan 2012
Laura Lee Ehrenbergchesler Jan 2003
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$184.0M
Total Assets
251
Accounts
$733.3K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Laura Lee Ehrenbergchesler Co-Ceo, Manager 11/01/1999
Marilou Moursund Long Co-Ceo, Manager, Chief Compliance Officer 11/01/1999
Sarah Calvert Doerr Portfolio Manager 01/01/2012

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
7373 Broadway
San Antonio , TX 78209-3264
Phone Number: 210-223-6929

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets